Purchases and Sales Made in Q3 2024 in Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Mome (SPMO) during Q3 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 MOME.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71- 31.0% |
$5.65K - $6.51K
|
158
$15.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-138- 27.17% |
$11K - $12.6K
|
370
$37K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-153- 4.34% |
$12.2K - $14K
|
3.38K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-393- 3.45% |
$31.3K - $36K
|
11K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-422- 0.64% |
$33.6K - $38.7K
|
65.8K
$6.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-525- 3.38% |
$41.8K - $48.1K
|
15K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-533- 6.49% |
$42.4K - $48.8K
|
7.68K
$767K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-548- 0.98% |
$43.6K - $50.2K
|
55.3K
$5.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-585- 8.9% |
$46.6K - $53.6K
|
5.99K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-589- 19.75% |
$46.9K - $54K
|
2.39K
$239K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-596- 19.11% |
$47.4K - $54.6K
|
2.52K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-700- 68.09% |
$55.7K - $64.1K
|
328
$32.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.19K- 19.3% |
$94.9K - $109K
|
4.98K
$498K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.36K- 18.49% |
$108K - $124K
|
5.99K
$598K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.61K- 15.78% |
$128K - $148K
|
8.6K
$859K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.8K- 7.52% |
$143K - $165K
|
22.1K
$2.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.11K- 11.46% |
$168K - $193K
|
16.3K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.3K- 23.03% |
$183K - $210K
|
7.68K
$767K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.88K- 7.7% |
$229K - $264K
|
34.5K
$3.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.97K- 40.91% |
$236K - $272K
|
4.28K
$428K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.39K- 22.8% |
$270K - $310K
|
11.5K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.49K- 43.13% |
$357K - $411K
|
5.92K
$591K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.61K- 61.55% |
$366K - $422K
|
2.88K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-4.98K- 5.36% |
$397K - $457K
|
88K
$8.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-5K- 39.71% |
$398K - $458K
|
7.59K
$759K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.95K- 22.82% |
$474K - $545K
|
20.1K
$2.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.33K- 25.89% |
$504K - $580K
|
18.1K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.41K- 26.05% |
$510K - $587K
|
18.2K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.86K- 11.83% |
$546K - $629K
|
51.1K
$5.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.06K- 5.62% |
$641K - $738K
|
135K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.25K- 41.97% |
$736K - $847K
|
12.8K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.48K- 0.17% |
$755K - $869K
|
5.45M
$545M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.4K- 56.37% |
$909K - $1.05M
|
8.84K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-13.2K- 26.65% |
$1.05M - $1.21M
|
36.3K
$3.63M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.3K- 34.48% |
$1.06M - $1.22M
|
25.3K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.7K- 68.84% |
$1.09M - $1.26M
|
6.2K
$619K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.1K- 2.47% |
$1.44M - $1.66M
|
716K
$71.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-23.1K- 79.29% |
$1.84M - $2.12M
|
6.04K
$603K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.2K- 26.11% |
$2.01M - $2.31M
|
71.4K
$7.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-40.6K- 87.9% |
$3.23M - $3.72M
|
5.59K
$558K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-49.3K- 33.09% |
$3.92M - $4.52M
|
99.6K
$9.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53.5K- 94.04% |
$4.26M - $4.9M
|
3.39K
$339K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-69.1K- 31.64% |
$5.5M - $6.33M
|
149K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.2K- 10.09% |
$5.51M - $6.34M
|
617K
$61.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-76.5K- 95.94% |
$6.09M - $7.01M
|
3.23K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-94.3K- 24.97% |
$7.5M - $8.64M
|
283K
$28.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-119K- 22.32% |
$9.5M - $10.9M
|
415K
$41.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 96.62% |
$12.8M - $14.7M
|
5.63K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-205K- 9.58% |
$16.3M - $18.8M
|
1.94M
$194M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-215K- 98.86% |
$17.1M - $19.7M
|
2.49K
$248K
|